$SWIM

$6.84 +$0.16 (2.4%) Close

$SWIM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 117.6M shares outstanding

Who owns SWIM?

By type of holder

Institutions 92.6% Insiders 0.0% Everyone else 7.4%

Concentration Top 10 holders own 76.4%

Pamplona Capital Management, LLC 44.1% · Wellington Management Group LLP 9.7%

Institutional ownership

92.6%

+2.2 pts vs last qtr

Institutional holders

134

-8 vs last qtr

Net shares bought

+2.5M

by institutions in Q2 2026

New / sold out

21 / 29

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wellington Management Group LLP +2.2M
Polar Asset Management Partners Inc. NEW +558.7K

Biggest sellers in Q2 2026

Emerald Advisers, LLC −923.2K
Arrowstreet Capital, Limited Partnership SOLD OUT −431.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$108K

1 notice from 1 person

Shares covered

14.6K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Dhruv Kaushal Bhikhesh Former officer $108K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+25.6%

+3.87% a year

Each share's claim on the business

−20.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$563M vs $217M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years11% 3–5 years10% 1–3 years61% Under 1 year19%

Quarterly turnover

5.6%

of institutional shares changed hands

Top 10 managers, median time held

3.8 years

Super Investors

Investment managers reporting SWIM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PC Pamplona Capital Management, LLC	51.8M	44.07%	Unchanged	2024	92.8%
Shares held by quarter Peak holding51.8M (Q4'24) Change over 8 quarters+51.8M Share of the company44.070% Pamplona Capital Management, LLC's full portfolio →
WM Wellington Management Group LLP	11.4M	9.66%	+2.2M (+24.0%)	Q3 '25	0.0%
Shares held by quarter Peak holding11.4M (Q2'26) Change over 8 quarters+11.4M Share of the company9.660% Wellington Management Group LLP's full portfolio →

Pamplona Capital Management, LLC

51.8M

% of company

44.07%

Change vs last qtr

Unchanged

Held since

2024

Wellington Management Group LLP

11.4M

% of company

9.66%

Change vs last qtr

+2.2M (+24.0%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Latham Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SWIM on Form N-PORT; together they hold 13.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$10.7M	1.7M	1.41%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$8.55M	1.3M	1.12%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$10.7M

% of company

1.41%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$8.55M

% of company

1.12%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Latham Group Inc and how much of the fund the position is.

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